Amara Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Amara Financial’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Sell	18,493 -9,245	-33%	-$952K	1.32%	15
2025 Q4	$2.84M	Buy	27,738 +2,547	+10%	+$262K	1.97%	12
2025 Q3	$2.6M	Buy	25,191 +1,450	+6%	+$150K	1.92%	13
2025 Q2	$2.44M	Buy	23,741 +15,444	+186%	+$1.58M	2.15%	13
2025 Q1	$859K	Sell	8,297 -251	-3%	-$25.6K	0.79%	19
2024 Q4	$860K	Sell	8,548 -640	-7%	-$64.5K	0.79%	17
2024 Q3	$931K	Buy	+9,188	New	+$920K	0.89%	17

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amara Financial's STIP Position: Q1 2026 in Review

Amara Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 33% in Q1 2026, selling an estimated $952K and leaving 18,493 shares worth $1.91M. The position accounts for 1.32% of the portfolio, ranked #15.

Amara Financial first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.84M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Amara Financial held 18,493 shares of iShares 0-5 Year TIPS Bond ETF worth $1.91M as of Q1 2026.
Amara Financial sold 9,245 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $952K.
iShares 0-5 Year TIPS Bond ETF made up 1.32% of Amara Financial's portfolio in Q1 2026, its #15 holding.
Amara Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
Amara Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $2.84M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.